International Market Intelligence Morning Briefing

This briefing discusses the potential for global oil oversupply, shifts in hedge fund positioning, and strategic regional equity preferences.

Key Takeaways

• 1.Global oil markets are adjusting to an increasing risk of oversupply, following reports of progress in US-Iran negotiations.
• 2.J.P. Morgan is bullish on Global Equities, preferring US and Asia over Europe.
• 3.Hedge fund net flows have been bearish globally, led by the US, despite strong gross flows.

Table of Contents

• International Market Intelligence | Morning Briefing
• Markets adjusting to increasing risk of Oil Oversupply
• Turning to CATALYSTS:
• Super-Long JGB Foreign, Pension Buying While Lifers Absent
• Reserve Firepower
• IDEA & INSIGHTS - IN BRIEF
• CATALYSTS THIS WEEK
• IDEA & INSIGHTS – IN DETAILS
• POSITIONING INTELLIGENCE

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